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News2017-12-17T01:36:45+00:00

Geldzug: YOU HAVE BEEN WARNED

21 November 2018 Here is a list of fund managers and financial regulators: Ray Dalio, founder of Bridgewater Associates, which manages USD$160 billion Paul Tudor Jones, successful hedge fund manager since 1980 The International Monetary Fund, which recently pointed out global debt has now reached 225% of GDP, beating the 2009 record of 213% Jean-Claude Trichet, head of the European [...]

By |November 21st, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: YOU HAVE BEEN WARNED

Geldzug: FROM WEAK OWNERS TO STRONG OWNERS – ASSETS IN A BEAR MARKET

31 October 2018 Through 2018, many of our investors may well have become bored listening to our endless repetitions of the warning that a market correction was “just around the corner”. In October, the correction arrived in all major markets: the US S&P500 price index has fallen by -8.8% so far this month, the Australian S&P/ASX200 by -8.7%, the Japanese [...]

By |October 29th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: FROM WEAK OWNERS TO STRONG OWNERS – ASSETS IN A BEAR MARKET

Geldzug: WHEN THE BEAR TRIPS, HOW HARD DOES IT FALL?

31 October 2018 Investors will remember that we have been nagging them about the coming correction. Now that it’s here, the big question is how bad will it be. History is a good guide because, as Warren Buffett has pointed out, Mr Market keeps making the same mistakes, swinging from over-optimism to extreme pessimism and back again. The main driver [...]

By |October 29th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: WHEN THE BEAR TRIPS, HOW HARD DOES IT FALL?

Geldzug: WELCOME TO THE YEAR OF THE PIG… AND AFRICAN PIG FEVER

25 October 2018 2019 is the Year of the Pig. In the Chinese zodiac, the pig is regarded as peaceful and generous, but the Chinese government already has a serious problem with pigs. In addition to fighting a trade war and trying to deflate a credit bubble, it now has to deal with an outbreak of African Swine Fever. Cases [...]

By |October 25th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: WELCOME TO THE YEAR OF THE PIG… AND AFRICAN PIG FEVER

Geldzug: THE NEXT BEAR MARKET HAS JUST BEGUN

10 October 2018 For the last six months we have been warning our investors that the end was nigh for the US bull market which has appreciated by a colossal +423% for the S&P500 TR index from 6 March 2009 to 21 September 2018. Arminius Capital ALPS fund investors have benefitted from this since the fund’s inception in 2014, until [...]

By |October 10th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: THE NEXT BEAR MARKET HAS JUST BEGUN

Geldzug: LEHMAN DAY

15 September 2018 15 September 2008 was the day that Lehman Brothers went bust. Lehman had long been one of the pillars of the US financial system, and management had been hoping for some sort of bail-out, but the US government wasn’t going to play. The Lehman insolvency sent the GFC into full panic mode. The GFC had been gathering [...]

By |September 14th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: LEHMAN DAY